Company Description
Beneficient, a technology-enabled financial service company, provides liquidity solutions and related trust, custody and administrative services to participants in the alternative asset industry.
The company operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. It offers AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks and complete their transactions with standardized transaction agreements.
The company's product line includes Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products and services; Ben Custody that provides custody and trust administration services to trustees; and Ben Markets, which provides broker-dealer services, as well as Ben Insurance Services plans that includes insurance products and services.
The company is headquartered in Dallas, Texas.
| Country | United States |
| Founded | 2003 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 150 |
| CEO | Brad K. Heppner |
Contact Details
Address: 325 N. Saint Paul Street, Suite 4850 Dallas, Texas 75201 United States | |
| Phone | (214) 445-4705 |
| Website | trustben.com |
Stock Details
| Ticker Symbol | BENF |
| Exchange | NASDAQ |
| Fiscal Year | April - March |
| Reporting Currency | USD |
| CIK Code | 0001775734 |
| ISIN Number | US08178Q1013 |
| Employer ID | 72-1573705 |
| SIC Code | 6199 |
Key Executives
| Name | Position |
|---|---|
| Brad K. Heppner | Founder, Chairman and Chief Executive Officer |
| James G. Silk | Executive Vice President, Chief Legal Officer, Director of Capital Markets and Director |
| Derek L. Fletcher | President of BFF, Chief Fiduciary Officer and Director |
| Gregory W. Ezell | Chief Financial Officer |
| Maria S. Rutledge | Chief Technology Officer |
| Jeff Welday | Global Head of Originations and Distribution |
| Scott W. Wilson | Chief Underwriting Officer |
| Casey Brunner | MD and Head of Sponsor Firm Preferred Liquidity Program |
| Maureen S. Downey | Managing Director of Underwriting |
| David Rost | General Counsel |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 17, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Apr 16, 2024 | 424B3 | Prospectus |
| Apr 16, 2024 | 424B3 | Prospectus |
| Apr 16, 2024 | 424B3 | Prospectus |
| Apr 16, 2024 | 424B3 | Prospectus |
| Apr 16, 2024 | 424B3 | Prospectus |
| Apr 16, 2024 | 8-K | Current Report |
| Apr 11, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Apr 4, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Mar 28, 2024 | 424B3 | Prospectus |